Restaurant POS Migration Checklist (2026)

Name: PalomaPOS
Address: 2590 Hollywood Blvd, Hollywood, FL, 33020, US
Telephone: +1-888-365-0704

Whether you're leaving Square, Toast, Clover, Lightspeed, SpotOn, or TouchBistro, the steps are the same. Below is a checklist broken into 30 days before, cutover week, and after launch. Pair it with the full switching guide for the strategic context.

PalomaPOS Team

Restaurant POS & Payments specialists

Written and reviewed by the PalomaPOS team — restaurant POS and payments specialists based in Hollywood, Florida. We update this content as pricing, regulations, and product capabilities change.

30 days before cutover

Pull last 90 days of merchant statements — needed for ROI verification
Export your menu (items, modifiers, modifier groups, prices, taxes, photos)
Export your customer list (names, emails, phone numbers, loyalty balances if any)
Export your tip-pool / tip-distribution rules
Document your kitchen routing rules (which printer/KDS each item goes to)
List every active integration (delivery apps, accounting, email marketing, etc.) and check which ones the new POS supports
Identify your slowest weekday — that's cutover day
Confirm contract status with current POS — will there be early-termination fees?

14 days before cutover

Check your current effective rate (/calculator) and compare it with written quotes before you switch
Review hardware compatibility — printers, scanners, cash drawers (ask which of your devices the new POS supports)
Confirm your business bank account info for same-day payouts
Schedule training sessions: closing shift the night before, opening shift cutover morning
Notify staff of the cutover date and what to expect
Plan to keep old POS active for 7 days as fallback

Cutover week

Receive pre-configured PalomaPOS hardware — already loaded with your menu
Set up kitchen display(s) with routing rules
Decide how delivery-marketplace orders will reach the kitchen (PalomaPOS doesn't integrate with marketplaces today)
Plan how daily totals reach your accounting (PalomaPOS has no automatic accounting sync today)
Update your online ordering site, if you have one
Test card processing with a small sale on each terminal
Update your Google Business Profile and Yelp ordering link

Cutover day

Closing-shift training the night before
Have a PalomaPOS rep on a video call or on standby for opening shift
Run the morning rush on the new system; old system stays plugged in as backup
Watch ticket times during peak — reroute kitchen rules if needed
End of day: reconcile total sales between old and new system

First week after cutover

Daily: confirm same-day payout landed in your bank account
Day 3: review the first batch of transactions for any discrepancies
Day 5: collect staff feedback and adjust modifier groups, tip-pool rules, or kitchen routing
Day 7: cancel old POS contract (if no early-termination penalty); keep hardware for safety
Day 7: pull first PalomaPOS report and compare effective rate vs old POS

First 30 days after cutover

Launch your loyalty program and start enrolling customers
Decide whether a cash discount program fits your business
Confirm online ordering volume returning to or exceeding old levels
Review your first PalomaPOS-issued merchant statement
Compare your new effective rate with the written quote
If multi-location: schedule the next location's migration

Need help with any of this?

We help with the PalomaPOS parts of this as part of every migration — menu build and data migration are included free, and we pre-configure your hardware and train your team.

See pricing → · Talk to sales →

Want this for your business?

Book a free 15-minute demo. We'll walk through your menu and your current processing statement — no pressure, no commitment.

FAQ

How long does a POS migration take?

It depends on your menu and equipment, and we agree on a go-live date with you up front. Schedule the cutover itself for a slow weekday morning.

What if my old POS contract isn't up yet?

Many operators start the new POS at one location first, then migrate the rest as old contracts expire. We help you plan the timing.

Will I lose my customer data or loyalty balances?

We import customer lists where the source system allows it. We confirm what can be moved from your current system before you switch.

Can I keep my old hardware?

Sometimes. PalomaPOS runs on supported hardware such as Valor VP800 terminals and Sunmi devices, and existing receipt printers can sometimes be reused. We confirm compatibility on the demo before you commit.